Hi there,
We have been building a Playbook that runs with a Case (sn_customerservice_case) record as the parent record. And we display the Playbook on the /csm portal for Contact (customer_contact) users to be able to interact with the Playbook - for the activities where it is necessary with input from the customer. For example the OOB Questionnaire Activity because we want to ask questions to the customer.
But we are having issues with Contact users actually being able to fill out the Questionnaire activity.
It is read-only (see attached screenshot).
We have on the Questionnaire Activity instance set the 'Assigned to' to be the Contact of the Case.
Has anyone had luck with Contacts being able to answer Questionnaire Activities in Playbooks?
Thanks in advance,
Philip
